Beyond Bulls & Bears

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Emerging Markets

Global Macro Imbalances and Opportunities

Being a contrarian-minded investor isn’t easy at times—it’s difficult to stay fixed to one’s long-term convictions when the markets may not be ...

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Emerging Markets

How India Is Stepping Out of China’s Shadow

In 2015, India’s gross domestic product growth surpassed that of China, and forecasters generally expect India’s growth to remain robust in 2016. ...

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Emerging Markets

Global Economic Perspective: March

Perspective from Franklin Templeton Fixed Income Group® US Economic Data Reassures and Oil Prices Steady The resilience of the US economy, as ...

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Emerging Markets

This Is Not 2008

Michael Hasenstab, CIO of Templeton Global Macro, says many market watchers are panicking like it’s 2008 again—in the throes of financial crisis. ...

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Emerging Markets

Global Economic Perspective: February

Perspective from Franklin Templeton Fixed Income Group® US Fundamentals Solid Despite Global ...

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Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® US Fundamentals Look Strong Enough to Cope with Higher Rates Bond markets showed little ...

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Emerging Markets

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® Fundamentals Reassert Themselves Ahead of Likely US Rate Rise Even as the Fed has sought ...

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Perspectives

Hasenstab Sees Once-in-a-Multi-Decade Opportunities

While short-term market gyrations can be painful for investors’ portfolios at times, Michael Hasenstab of Templeton Global Macro is patiently ...

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Emerging Markets

Global Economic Perspective: September

Perspective from Franklin Templeton Fixed Income Group® US Federal Reserve Moves Toward Gradual Policy Normalization With the US gross ...

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Emerging Markets

A Macro View of Recent Market Volatility

The global markets have experienced heightened market volatility tied to a number of factors, including concerns about China and expectations for ...

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Emerging Markets

China: Searching for a New Equilibrium

Michael Hasenstab, CIO of Templeton Global Macro, recognizes that China’s economy has shifted down a gear, but the slowdown from the 10%+ growth ...

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Emerging Markets

Unconstrained Global Investing in an Extraordinary Monetary Policy Environment

Monetary policy divergences have given global investors much to think about—and debate about— this year. Speaking at Franklin Templeton’s 2015 ...